PGFC

Peapack-Gladstone Financial Corp Portfolio holdings

AUM $7.07B
1-Year Est. Return 14.66%
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
-$224K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.9M
3
+$3.28M
4
CB icon
Chubb
CB
+$2.36M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.94M

Top Sells

1
+$5.27M
2
+$4.49M
3
+$2.8M
4
LAZ icon
Lazard
LAZ
+$2.79M
5
CAT icon
Caterpillar
CAT
+$2.34M

Sector Composition

1 Financials 11.7%
2 Healthcare 11.35%
3 Industrials 10.42%
4 Technology 9.44%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.12M 0.43%
184,655
-7,580
77
$6.03M 0.42%
71,284
-79
78
$5.77M 0.41%
58,849
+142
79
$5.73M 0.4%
57,230
+1,050
80
$5.62M 0.39%
98,311
-1,744
81
$5.56M 0.39%
87,160
-2,641
82
$5.46M 0.38%
112,848
+560
83
$5.41M 0.38%
156,548
-10,779
84
$5.41M 0.38%
129,367
-4,625
85
$5.38M 0.38%
71,576
-2,075
86
$5.37M 0.38%
50,050
+250
87
$5.23M 0.37%
35,326
+64
88
$5.21M 0.37%
31,990
+9,583
89
$5.1M 0.36%
64,899
+1,655
90
$4.66M 0.33%
345,243
+18,983
91
$4.49M 0.32%
73,609
-11,101
92
$4.27M 0.3%
40,520
-180
93
$4.14M 0.29%
147,073
-1,593
94
$4.05M 0.28%
136,580
+1,060
95
$4.02M 0.28%
36,018
-4,900
96
$4.01M 0.28%
55,669
-3,085
97
$3.94M 0.28%
76,260
-447
98
$3.76M 0.26%
95,943
+23,210
99
$3.64M 0.26%
145,387
+3,676
100
$3.6M 0.25%
78,224
-370
2 3
4
5 6